tips-and-tricks
Analyze that Data with Microsoft Power Query for Excel
May 23, 2016

Microsoft Power Query for Excel is not only one the most effective ways to view and analyze data from Dynamics CRM, but it is also a flexible and easy solution

crm-2016
Dynamics CRM 2016: How to Easily Generate Excel Templates
May 20, 2016

The ability to quickly generate Excel spreadsheets is an exciting new feature included with Dynamics CRM 2016. The feature allows you to create Excel templates tailored to display dynamic data

tips-and-tricks
How to Populate Contract Entities with Legacy Data
April 8, 2016

Microsoft Dynamics CRM requires specific criteria when it comes to importing data to the Contract entity. There are a few restrictions and workflows that are run by CRM to ensure

crm-2016
The New CRM 2016 Web API is Here and It’s Better Than Ever!
March 28, 2016

One of the biggest updates for developers in CRM 2016 is the new REST Web API endpoint. This is a promotion of the preview item that was available for CRM

tips-and-tricks
Why CRM? – Making Bad Decisions Because of Bad or No Data
March 18, 2016

Welcome back, readers, to the final installment in our Why CRM blog series! We recently launched a new website aimed at answering basic questions around customer relationship management (CRM) software

the-crm-minute
The CRM Minute: Why CRM? Bad Decisions Caused by Bad Data [VIDEO]
January 27, 2016

  Welcome back, readers, to the final installment in our Why CRM video blog series! We recently launched a new website aimed at answering basic questions around customer relationship management

tips-and-tricks
Determining Total Record Counts
November 9, 2015

If you are familiar Microsoft CRM, then you know that one it’s great features is the ability to store thousands of records for your organization so that you can report

tips-and-tricks
Upgrading CRM: How to Move from a Data-driven CRM to a Process-driven CRM
October 28, 2015

Welcome back for the final installment in our Upgrading CRM blog series! Today we are going to wrap things up with taking a look at how you can move from

tips-and-tricks
Change Tracking in Dynamics CRM 2015
October 26, 2015

For the Dynamics CRM Online 2015 Update 1, Microsoft built in a reliable and efficient method for tracking transactional data changes within an entity. This new functionality is called Change

tips-and-tricks
Read Only Data Change Request
October 15, 2015

When performing an integration between an ERP system and Microsoft Dynamics CRM, if the data only flows from ERP to CRM, the integrated fields in CRM are typically set to

tips-and-tricks
10 Data Export and Import Redesign Features in Dynamics CRM Online 2015 Update 1
September 18, 2015

For many years, a Microsoft Excel export and import redesign has been one of top change requests from the Microsoft Dynamics CRM Community. The previous version of the feature did

dynamics-365-for-marketing
Creating Marketing Lists from External Data Sources
August 25, 2015

Using Advanced Find to filter and find the right audience when you’re creating Marketing Lists in Dynamics CRM works great if the data you need exists in your CRM system